Longview Financial Advisors LLC
- SEC CIK
- 0002076077
- 最新申報
- 2026/7/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/6 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 125
- 較 2025 年第 1 季 −4
- 總值
- $1.60 億
- 較 2025 年第 1 季 +$807.7 萬 (+5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 319,986 | $2,544 萬 | 15.9% | −33,841−9.6% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 701,057 | $2,513 萬 | 15.7% | +24,357+3.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 454,947 | $2,107 萬 | 13.2% | +4,239+0.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 244,122 | $1,460 萬 | 9.1% | −1,186−0.5% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 209,635 | $1,312 萬 | 8.2% | +15,958+8.2% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 119,062 | $987.3 萬 | 6.2% | +40,908+52.3% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 191,161 | $593.0 萬 | 3.7% | +7,431+4.0% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 179,461 | $532.6 萬 | 3.3% | −2,153−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 144,707 | $476.2 萬 | 3.0% | −1,824−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 150,506 | $467.9 萬 | 2.9% | −9,834−6.1% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 31,927 | $380.2 萬 | 2.4% | −141−0.4% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 89,682 | $240.6 萬 | 1.5% | +1,546+1.8% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 47,760 | $187.5 萬 | 1.2% | −8,993−15.8% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 34,273 | $180.8 萬 | 1.1% | −12,195−26.2% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 35,721 | $123.5 萬 | 0.8% | −470−1.3% | 減碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 31,932 | $121.5 萬 | 0.8% | +1,804+6.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,907 | $121.2 萬 | 0.8% | −273−4.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,593 | $117.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,105 | $99.0 萬 | 0.6% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 24,716 | $97.4 萬 | 0.6% | +4,084+19.8% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,286 | $93.7 萬 | 0.6% | −86−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 18,986 | $80.4 萬 | 0.5% | −206−1.1% | 減碼 | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 9,992 | $75.0 萬 | 0.5% | −37−0.4% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 16,487 | $69.7 萬 | 0.4% | +60.0% | 加碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 25,507 | $63.0 萬 | 0.4% | −706−2.7% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,190 | $55.2 萬 | 0.3% | −486−8.6% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,056 | $52.1 萬 | 0.3% | −3−0.1% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 16,459 | $47.6 萬 | 0.3% | −3,093−15.8% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,190 | $46.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,410 | $42.9 萬 | 0.3% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 527 | $32.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 649 | $32.3 萬 | 0.2% | −50−7.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,940 | $30.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,040 | $30.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,222 | $26.8 萬 | 0.2% | −6−0.5% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,822 | $25.7 萬 | 0.2% | +6+0.2% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,386 | $21.7 萬 | 0.1% | −13−0.3% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 2,374 | $19.8 萬 | 0.1% | +6+0.3% | 加碼 | – |
| MSMorgan Stanley | Stock | 1,383 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 183 | $18.1 萬 | 0.1% | −1−0.5% | 減碼 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 1,384 | $17.5 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 962 | $17.0 萬 | 0.1% | −57−5.6% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 2,036 | $14.8 萬 | 0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 244 | $13.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 1,653 | $13.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,173 | $11.7 萬 | 0.1% | 00.0% | 不變 | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 3,030 | $11.6 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,300 | $11.4 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 1,975 | $10.1 萬 | 0.1% | +1,975 | 新進 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,419 | $9.29 萬 | 0.1% | −7−0.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,619 | $9.23 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 2,044 | $8.76 萬 | 0.1% | 00.0% | 不變 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,657 | $8.40 萬 | 0.1% | +20+1.2% | 加碼 | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 2,606 | $7.83 萬 | <0.1% | −225−7.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 250 | $6.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 500 | $6.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 700 | $6.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 1,070 | $6.69 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 500 | $6.65 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 795 | $6.64 萬 | <0.1% | 00.0% | 不變 | – |
| PHParker-Hannifin Corp | Stock | 95 | $6.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRVentas, Inc. | REIT | 1,026 | $6.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 719 | $6.43 萬 | <0.1% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 88 | $6.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 415 | $5.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,056 | $5.74 萬 | <0.1% | 00.0% | 不變 | – |
| YORWYork Water Co | COM | 1,792 | $5.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 286 | $5.55 萬 | <0.1% | +286 | 新進 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 105 | $5.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RBARB Global Inc. | COM | 497 | $5.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 5,000 | $5.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 519 | $5.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,035 | $5.07 萬 | <0.1% | +1,035 | 新進 | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 238 | $5.04 萬 | <0.1% | 00.0% | 不變 | – |
| NOWServiceNow, Inc. | Stock | 49 | $5.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 1,103 | $5.00 萬 | <0.1% | 00.0% | 不變 | – |
| MORNMorningstar, Inc. | COM | 155 | $4.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 136 | $4.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 280 | $4.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 210 | $4.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDGTransDigm Group INC | COM | 31 | $4.71 萬 | <0.1% | −10−24.4% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 426 | $4.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 193 | $4.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 352 | $4.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 41 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 700 | $4.16 萬 | <0.1% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 392 | $3.94 萬 | <0.1% | +4+1.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 175 | $3.58 萬 | <0.1% | 00.0% | 不變 | – |
| RWTRedwood Trust Inc | COM | 6,000 | $3.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 286 | $3.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 98 | $3.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 400 | $3.29 萬 | <0.1% | 00.0% | 不變 | – |
| SYKStryker Corp | Stock | 81 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 619 | $3.01 萬 | <0.1% | −4,138−87.0% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 66 | $2.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 68 | $2.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 182 | $2.47 萬 | <0.1% | 00.0% | 不變 | – |
| JJacobs Solutions Inc. | COM | 187 | $2.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 100 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 98 | $2.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（9 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 1,406 | $8.03 萬 | 0.1% | – |
| CTASCintas Corp | Stock | 256 | $5.26 萬 | <0.1% | 歷史 |
| MAMastercard Inc | Stock | 86 | $4.71 萬 | <0.1% | 歷史 |
| GOOGAlphabet Inc. | Stock | 287 | $4.48 萬 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 105 | $2.82 萬 | <0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 30 | $2.48 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 53 | $2.03 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 27 | $1.66 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 27 | $1.31 萬 | <0.1% | 歷史 |